See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,016 | $85,202+143.0% | $172,739+19.8% | $72,985+183.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.02% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $5,979 | $3,324+79.8% | $5,143+16.3% | $2,440+145.0% |
| Participant deferral / active EE | $5,939 | $3,260+82.2% | $5,198+14.3% | $3,607+64.6% |
| Admin fee / account holder | $10,875 | $5,884+84.8% | $13,954-22.1% | $5,124+112.2% |